BANAMEX - Business Data Analyst / Inversiones

The Business Analytics Int Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Gathers operational data from various cross functional stakeholders to examine past business performance.
• Identifies data patterns & trends, and provides insights to enhance business decision making capability in business planning, process improvement, solution assessment etc.
• Recommends actions for future developments & strategic business opportunities, as well as enhancements to operational policies.
• May be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis.
• Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings
• Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities
• Work closely with internal and external business partners in building, implementing, tracking and improving decision strategies
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience
• Advanced process management skills, organized and detail oriented
• Curious about learning and developing new skillsets
• Positive outlook with a can-do mindset

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

El área de Planeación y Análisis de Banca Patrimonial y Privada Banamex es responsable de proveer dirección y asesoría a toda la estructura de ventas, al equipo de estrategia comercial y a la Dirección, con el objetivo de contribuir en la detección temprana de oportunidades de negocio que direccione esfuerzos para la consecución de sus objetivos.

El Business Analytics Analyst reporta al SVP líder del equipo, y lleva a cabo diferentes análisis cuantitativos, proyecciones y reportes sobre resultados, en todos los niveles y para todos nuestros representantes de negocio.

Mantiene estrecha interacción con la fuerza de ventas y con el área de estrategia comercial, y funge como su principal asesor y socio analítico de negocio. Les provee de información útil para gestionar el negocio de forma eficiente.

Funciones Principales:

• Elaboración de diferentes reportes de desempeño de negocio, y su interpretación.
• Seguimiento y evaluación de los diferentes KPIs.
• Análisis de segmentación y de modelos de comportamiento de clientes.
• Análisis de inversiones (asset allocation), sus crecimientos e impacto en rentabilidad.

Habilidades Analíticas:

• Experiencia probada en el manejo y análisis de bases de datos.
• Entendimiento de variables de negocio y sus impactos en resultados financieros.
• Competente para identificar tendencias y patrones.

Herramientas y Sistemas:

• Manejo avanzado de MSExcel, MSAccess y MSPowerpoint.
• Familiaridad con Teradata, SAS, Essbase, etc.

Habilidades Interpersonales:

• Pensamiento estructurado y pasión por el detalle.
• Actitud de servicio. Capacidad de relacionamiento con muy diferentes perfiles de personas.
• Probada experiencia y facilidad en el manejo de números e interpretación de resultados cuantitativos.
• Capacidades de comunicación oral y escrita.
• Trabajo bajo presión.

Conocimiento Técnico:

• Conocimiento de inversiones y finanzas corporativas. (deseable)
• Entendimiento de la actividad comercial bancaria (Retail Banking).
• Certificación como Asesor en Estrategias de Inversión ante AMIB (deseable).

• 2 años como mínimo de experiencia en la industria de Servicios Financieros, y con conocimiento básico de la Banca de Inversión (Wealth Management Industry).
• Licenciatura, orientada en áreas económico-administrativas, financieras y en el desarrollo de habilidades numéricas.

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